A work order groups tasks that belong to the same body of work. In the browser, you can attach existing tasks to it or select a work order on the task's own form. On Android and iOS, you can also create a new task from the work order details.

Before attaching existing tasks

Check the work order number and customer, as well as the names, Spots and due dates of the tasks you want to attach. Attaching tasks through an existing work order requires permission to edit both the work order and the tasks being attached.

Saving the work order edit form requires the status to be Open. In addition, tasks can only be added if the work order's previously saved End date is empty or later than the current time. The End date also includes a time: today's date alone does not guarantee that tasks can be added.

If the work order is closed, open it using the status switch at the bottom of the edit form and confirm. If the end date has passed, change or clear it on the Basic info tab and save that change separately first. Then reopen the work order and attach the tasks. Changing the end date in the same save does not override the check based on the previous date. Saving may succeed without attaching the tasks, so always check the result.

Attach existing tasks in the browser

  1. Open Manage tasks → Work orders and select the Work order list tab. Open the correct work order's edit form by clicking its name or the pencil icon on its row.
  2. Open the form's Tasks tab. Click the Attach task to button below the task table.
  3. Find the tasks in the dialog's table. You can filter the list by name, Spot, status, workers and due date. Check that you select tasks for the correct items.
  4. Click the circled plus icon in each task's Attach task to column. The icon changes to a check mark. Clicking the check mark cancels that selection.
  5. Click the dialog's Save button. The selected tasks move to the list on the work order form, but the links have not yet been saved.
  6. Check the list and click the Save button at the bottom of the work order form.

The selection list shows tasks you have permission to edit. It excludes completed tasks and tasks generated from a contract's task setting. A task may therefore be missing from the list because of these restrictions or the table filters.

You can cancel a newly added selection that has not yet been saved using the trash icon on the task's row in the work order form. This removes the row from the form without deleting the task itself. Task links that have already been saved cannot be removed from this list.

You can also use Tasks → Attach task to on the form for creating a new work order. The links are saved only when you save the new work order. Its basic information is described in Creating and editing a work order.

Select, change or remove the link on the task form

In the browser, open Manage tasks → Tasks → Tasks and open the task by clicking its name. On the task's Basic info tab, open the Attach task to section. In its Work order field, you can search for a work order by name or number and select the correct one. Save the task. This field is also available when creating a new task.

The selection offers work orders you have permission to view. Closed and deleted work orders are not offered as new selections, but the task's current link may still be displayed. You can remove the link by selecting the empty option in the list and saving, provided you are allowed to edit the task.

The work order of a task generated from a contract cannot be changed on the task form. Also check any task template: if a work order has been specified for the template, it takes precedence over the task's own selection when saving. Your change or clearing of the selection may therefore not be retained. A template without a work order does not itself clear the task's link. If needed, see Creating and editing a task template.

Create a new task for a work order on mobile

Open Work orders from the action menu on Android or iOS, select the correct work order and check its number and customer. The mobile list shows open work orders you have permission to view.

Select Create Task for this work order on the work order details page. On Android, this action is below the task summary; on iOS, it is the last item in the details list. The action opens the form for creating a new task and passes the work order link to it. It does not select an existing task.

Select a Spot and enter the task name, due date, workers and any other required information. The selected Spot must be available through your mobile access permissions. Check the work order selection again after selecting a task template, if applicable. The template may change the link; clearing the template selection may also remove the preselected work order. On iOS, the work order selection is locked when a task template is used.

Create the task using the Create Task button on Android or the create task button on iOS at the end of the form. Instructions for completing the other task details are provided in Creating a task or draft. After saving, check which work order the new task was actually linked to.

What does the link change, and how do I check the result?

A task belongs to one work order at a time. If you attach it to another work order, its link moves away from the previous one. The task is not copied. Attaching it alone does not change its Spot, responsibility or due date, or mark the task as completed. If you also use or change a task template, check the other information supplied by the template.

A work order's service requests come through the tasks attached to it. Moving a task may therefore also change the service request lists of both the old and the new work order. A service request may still appear on the old work order if it has other linked tasks there.

Reopen the saved work order and check its Tasks list. Also open the task and check the saved Work order selection. If you moved the task from another work order, check the old one as well. The lists only show tasks you have permission to view, so if a row is missing, also verify the link in the task's own details.

Instructions for using mobile task lists are provided in Viewing work order tasks on mobile.